Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning
Direct Source Verification:
This story is aggregated from CNBC (cnbc.com). Full reporting rights and copyright belong to the primary publisher.
Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years. Now, he loves Microsoft's place in the AI race.
For complete coverage, context, and related multimedia, visit the original reporting by CNBC via the source link below.
Original Source
https://www.cnbc.com/investingclub/2026/10/05/wall-street-rewards-microsofts-ai-pivot-a-longtime-skeptic-flips-bullish.html
